Pleasantdale Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$113,700,000
Total clients
181
19% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
60
Average account size
$628,177
About
Pleasantdale Wealth Management provides discretionary asset management, hourly financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and corporate plan sponsors. The firm offers ongoing portfolio management and consulting that is tailored to each client’s stated goals, time horizon and risk tolerance.
The firm’s investment approach uses fundamental security analysis alongside tactical asset allocation and may include long‑ and short‑term equity positions and options strategies (including covered and uncovered positions). Portfolios are managed on a discretionary basis with periodic rebalancing, monitoring for tax‑loss harvesting opportunities, and attention to share‑class selection to address mutual‑fund fee layering.
Pleasantdale is a small, family‑owned advisory team that recently registered with the SEC (effective August 7, 2025) and reports no custody of client assets, no receipt of external sales or referral compensation, and that it does not vote client proxies. Distinctive offerings for a firm of its size include providing both ERISA 3(21) and 3(38) services to retirement plans and operating without an account minimum.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.45% annually Over $1,000,000+: 1.10% annually
$200 per hour for financial planning
Main office location
Pleasantdale Wealth Management, LLC
Hackettstown NJ, United States
Number of offices
1
Most active in
Connecticut · Florida · New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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